Manage donor relationships with CRM tools. Track fundraising campaigns and donations. Organize events and memberships. Process payments for events and memberships. Send email campaigns and manage social media. Conduct surveys to gather feedback.
by ConnectedView LLC★ 5.02 ratingsBusinessFreeData updated 2026-09-09
Receive in multiple currencies and manage international transfers. Track expenses, view transaction history, and convert currencies. Send money globally and set up recurring . Connect bank accounts and receive invoices.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage puppy listings and access a nationwide network of buyers. Send and receive messages, share media, review applications, match buyers to puppies, and process secure payments. Keep records and manage applicants all within the .
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
Manage appointments for waxing, sugaring, and treatments. Reschedule or cancel sessions anytime. Track membership benefits and perks. Earn points for services and rewards through referrals.
Manage car memberships with flexible, no-contract options. Earn and redeem loyalty points for rewards. Access discounts and special offers. Track history and view loyalty points balance. Schedule washes at participating locations.
Create and edit surveys, quizzes, or polls. Send them via text, email, or social media. Edit live surveys to fix errors or add questions. Analyze results with charts and filters. Compare and view individual responses. Share survey links and results.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Manage invoices and with mobile . Scan bills on the go, approve with a swipe, and track cash flow. Send and receive via ACH, card, or direct deposit. Monitor expenses and set payment reminders. Share invoice details with team members.
Earn cash by completing paid surveys tailored to your preferences. Set up profile to receive personalized survey invites. Receive real-time notifications for new survey opportunities. Submit responses and earn rewards directly through the .
Create and send professional invoices with customizable templates. Add client details, itemized charges, and payment terms. Track payments and receive reminders. Export invoices in PDF and share via email or messaging.
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Transfer funds between accounts. Deposit checks via photo. Pay bills manually or automate payments. Pay individuals across accounts. Manage budgets with budgeting tools. View all accounts on a single page.
Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.